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Financial Services Representative Jobs in Ohio (NOW HIRING)

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Financial Services Representative information

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$11

$23

$41

How much do financial services representative jobs pay per hour?

As of Aug 29, 2026, the average hourly pay for financial services representative in Ohio is $23.99, according to ZipRecruiter salary data. Most workers in this role earn between $17.16 and $27.40 per hour, depending on experience, location, and employer.

What is a financial services representative?

As a financial services representative (FSR), you work as a sales agent for an investment bank, insurance company, or another financial institution. Your job duties include guiding clients through your organization’s basic services and offerings, determining which might be right for them. You discuss their financial goals and develop a plan to reach them with their preferred amount of risk tolerance. A career as an FSR requires a bachelor’s degree in business or marketing. Sometimes special licensing is required, especially when selling regulated products like insurance. Additional voluntary certifications and experience gained in internships or elsewhere in the financial industry can make you a more competitive candidate when applying to positions. Since you will be interacting with clients, strong interpersonal skills will also help throughout your career.

What are the key skills and qualifications needed to thrive as a financial services representative, and why are they important?

To thrive as a Financial Services Representative, you need strong knowledge of financial products, customer service expertise, and typically a bachelor's degree in finance or a related field. Familiarity with CRM software, financial planning tools, and relevant licenses such as FINRA Series 6 or 7 are often required. Excellent communication, problem-solving abilities, and a client-focused attitude help build trust and lasting client relationships. These skills ensure representatives can effectively advise clients, comply with regulations, and grow business in a competitive industry.

What are some common challenges financial services representatives face when managing client expectations?

Financial Services Representatives often encounter challenges in balancing client expectations with realistic financial outcomes, especially during market fluctuations or when clients have ambitious goals. Clear communication and regular updates are essential to help clients understand investment risks and timelines. Building trust and educating clients about financial products can help manage expectations and foster long-term relationships. This role requires patience, adaptability, and strong interpersonal skills to address concerns and provide tailored solutions.

What is the difference between Financial Services Representative vs Customer Service Representative?

AspectFinancial Services RepresentativeCustomer Service Representative
Required CredentialsFINRA Series 6/7, possibly CFP or insurance licensesNo specific licenses required
Work EnvironmentFinancial institutions, banks, investment firmsRetail, call centers, service departments
Employer & IndustryFinancial services industry

The Financial Services Representative and Customer Service Representative roles often overlap in client interaction but differ mainly in credentials and industry focus. Financial Services Representatives handle investment and financial products, requiring licenses and industry-specific knowledge, while Customer Service Representatives focus on general customer support without specialized licenses. Both roles are vital in their respective sectors, but the Financial Services Representative typically requires more financial expertise and credentials.

More about Financial Services Representative jobs

What are popular job titles related to Financial Services Representative jobs in Ohio?

For Financial Services Representative jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Financial Services Representative jobs in Ohio look for?

The top searched job categories for Financial Services Representative jobs in Ohio are:

What cities in Ohio are hiring for Financial Services Representative jobs?

Cities in Ohio with the most Financial Services Representative job openings:

What are popular job titles related to Financial Services Representative jobs in OH?

For Financial Services Representative jobs in OH, the most frequently searched job titles are:

Financial Services Representative jobs near you
Infographic showing various Financial Services Representative job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $49,895 per year, or $24 per hour.

Patient Financial Services Representative

Centers for Dialysis Care

Shaker Heights, OH • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago

Centers For Dialysis Care rating

7.9

Company rating: 7.9 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

Job description

Great opportunity to join a company that values our employees and the patients we serve!
Centers for Dialysis Care is seeking an experienced Patient Financial Services Representative to work out of our Corporate Office located in Shaker Heights, OH. This position is onsite at our Shaker Heights location. 
Why Choose CDC?
  • We offer a complete benefits package to include medical, dental, vision, 401K, Short/Long Term Disability options, along with company paid life insurance
  • 210 Hours of PTO
  • Tuition Reimbursement Program
  • Employee Perks Program
  • Career Development Opportunities
  • Starting Salary is between $18.00 - $24.00 per hour (DOQ)
Position Overview:
The purpose of this position is to bill and collect insurance accounts receivable for multi-payer sources.
Job Description:
  • Prepares and sends claims monthly to payers for dialysis services rendered at our CDC clinics via an electronic billing system.
  • Analyzes Accounts Receivable to ensure timely payment is received for claims billed.  This includes root cause analysis, contact with payers (via phone or paper/electronic status inquires), ensuring patient responsibility is properly and timely identified.
  • Follows and reports status of delinquent patient accounts to the Director of Revenue Cycle, Manager of Revenue Cycle and Chief Financial Officer
  • Works on various revenue collection projects/duties as assigned

Qualifications:
  • High school diploma required, some college accounting courses or other field related continuing education
  • Knowledge of electronic billing systems preferably Quadex is required.
  • At least 3 years' experience in a Healthcare Accounts Receivable setting is essential
  • Excellent customer service, interpersonal and communication skills required
  • Knowledge of medical billing/collection practices
  • Knowledge of business office procedures
  • Knowledge of basic medical coding and third-party operating procedures and practices
  • Ability to establish and maintain effective working relationships with patients, employees and the public

Centers for Dialysis Care is proud to be an Equal Opportunity Employer.

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